Deals that do not wait for approvals.
Customers who do not wait to start.

Keep your CRM. Run the approvals, contracts and onboarding around it as tracked processes, so sales, finance, legal and operations each see their step and act on it.

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Your sales team is busy. Signed customers still wait to start.

  • “Who needs to approve this discount, and why has it taken three days?”
  • “Which version of the contract did legal actually approve?”
  • “The customer signed last week. Why have they not started?”
  • “Marketing passed this lead on Monday. Has anyone called them?”

The CRM tracks the pipeline. The approvals, documents and handoffs that turn a deal into a working customer happen in email, where nobody sees them waiting.

Anubavam runs the work around your CRM that slows deals and new customers: proposal and discount approvals, contract requests, customer onboarding and lead handover. Approval rules route each request to the right person in finance, legal or operations, documents are collected and checked once, and every decision is recorded.

Keep your CRM. Run the work between teams.

  • Today: Discount approvals by email or chatWith Anubavam: Routed by discount level and deal size to the right approver
  • Today: Contract versions in email attachmentsWith Anubavam: One contract request with the approved version and legal’s decision recorded
  • Today: Onboarding documents chased by emailWith Anubavam: Customer uploads once through a portal; documents checked and missing items flagged
  • Today: Handover from sales to operations in a meetingWith Anubavam: Onboarding tasks created for each team, with owners and dates
  • Today: Leads passed by spreadsheetWith Anubavam: Handed over with owner and follow-up target, and tracked

Anubavam connects to your CRM through controlled connections. See Integration. Customer documents are read and checked through Document Intelligence.

Four processes sales and marketing teams often start with

  • Proposal and discount approvals

    The problem todayApprovals by email, rules applied unevenly

    What changesRouted by rule, cover during leave, decision recorded

    What you can measureTime to approve, discounts outside rules (should be none)

  • Customer onboarding

    The problem todayDocuments and set-up tasks chased across teams

    What changesPortal for documents, checks, tasks per team

    What you can measureDays from signature to start, documents missing

  • Contract requests

    The problem todayVersions lost in email

    What changesOne request, legal review, approved version recorded

    What you can measureTime to contract, rounds of review

  • Lead handover

    The problem todayLeads passed and forgotten

    What changesOwner and follow-up target set, overdue leads flagged

    What you can measureLeads followed up on time

Pick one. We map how it runs today and where it waits, before anything is built.

Example: a discount above the sales manager’s limit

Illustrative. A salesperson prepares a proposal with a discount above her manager’s limit. The request goes to the sales director and, because the margin falls below the set level, to finance as well. The finance approver is travelling, so it goes to his named cover. Both approve within the day, with their reasons recorded. The approved proposal returns to the CRM. When the customer signs, onboarding starts: the customer receives a link to upload their documents, and operations, finance and support each get their tasks.

Faster deals, inside your rules

  1. Discount and approval rules as settings.Limits by role, deal size and margin. Changes are approved and keep their history.
  2. Separation of duties.The person who prepares a proposal cannot approve their own discount.
  3. The approved version on record.Every proposal and contract decision recorded with who approved and why.
  4. Customer data protected.Customers see only their own documents and status. See Trust.

AI agents can help, for example by flagging leads not followed up, checking onboarding documents for missing items or drafting a reminder to a customer. You decide whether each agent alerts, recommends or acts. Early Adopter. See AI and Agents.

Start with one process. Measure it. Then decide.

In a process assessment, we take one of your sales or onboarding processes, map how it runs today and show where it waits. You get the map and a proposed first version, measured on your own numbers.

Universities already run admissions on the same platform through Creatrix Campus, our higher education edition: enquiries, applications, document checks and offers.

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Questions from sales and marketing teams.

No. Keep your CRM for the pipeline. Anubavam runs the approvals, contracts and onboarding around it, and connects to it.

No. This page is about the work that slows deals and onboarding. Forecasting stays in your CRM or the tools you use for it.

Yes, through a portal where they see only their own request and its status. Documents are checked and missing items flagged.

Yes. Approval rules can depend on role, product, region, deal size and margin. Your authorised administrators change them, and each change is recorded.

The request goes to their named cover for that period, and the cover is recorded.

It depends on the process and the CRM connection. We agree the timeline after the process assessment.